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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,085 | $211,239+5.1% | $178,528+24.4% | $145,877+52.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.00% | 30.22%-28.2pp | 27.11%-25.1pp | 551.28%-549.3pp |
| Employer contribution / active EE | $1,382 | $4,570-69.8% | $3,950-65.0% | $4,663-70.4% |
| Participant deferral / active EE | $9,200 | $6,963+32.1% | $6,278+46.5% | $6,691+37.5% |
| Admin fee / account holder | $1,882 | $12,095-84.4% | $10,419-81.9% | $13,402-86.0% |